Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Vanguard Lifestrategy Conservative Growth Fund in their Schedule of Assets, totaling $20.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $5.2M |
| 2 | PIONEER METAL FINISHING, LLC PIONEER METAL FINISHING, LLC RETIREMENT SAVINGS PLAN | GREEN BAY WI | 705 | $38.6M | $2.5M |
| 3 | TIDEWATER BARGE LINES, INC. |
VANCOUVER WA |
| 253 |
| $74.3M |
| $2.4M |
| 4 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS AMERICAN ASSOCIATION OF NURSE ANESTHETISTS 401(K) PLAN & TRUST | ROSEMONT IL | 133 | $31.2M | $2.1M |
| 5 | MOSELEY ARCHITECTS, P.C. MOSELEY ARCHITECTS, P.C. 401(K) PLAN | RICHMOND VA | 337 | $76.5M | $1.5M |
| 6 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $1.4M |
| 7 | BLACK'S TIRE SERVICE, INC. BLACK'S TIRE SERVICE, INC. 401(K) RETIREMENT PLAN | WHITEVILLE NC | 913 | $33.4M | $1.4M |
| 8 | WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN IL | 211 | $38.6M | $733K |
| 9 | FAIR HEALTH, INC. FAIR HEALTH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $21.3M | $704K |
| 10 | CALUMET CARTON COMPANY CALUMET CARTON COMPANY EMPLOYEE RETIREMENT TRUST | SOUTH HOLLAND IL | 116 | $14.0M | $471K |
